According to TrendForce’s latest “Gold+ Member Report: Global LED Market Demand and Supply Database and LED Industry Quarterly Update,” memory price hikes are expected to further dampen shipments of consumer electronics in 2026, suppressing global consumer demand. Nonetheless, momentum from Micro/Mini LEDs, UV/IR LEDs, automotive lighting and displays, and agricultural lighting applications is set to drive growth in the LED industry in 2026. Overall, the LED market is slated to reach USD 12.176 billion in 2026. 1. Micro LED...

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, and Mojo Vision, the high-performance micro-LED platform company, today announced a long-term collaboration to develop a new class of optical interconnect solutions to power the next wave of high-performance AI data center infrastructure. Today’s rapidly growing AI workloads are beginning to stretch the limits of traditional data center I/O infrastructure. To support these evolving needs, data center architects are looking for ways to more seamlessly connect large arrays of XPUs and...

On March 8, Light + Building 2026, one of the world’s most influential international exhibitions for professional lighting and building technologies, officially opened in Frankfurt. This year’s event brings together over 2,000 international exhibitors, creating a global platform to explore innovation pathways and sustainable development trends in lighting technologies....

Samsung Electronics today announced that its Micro RGB TV (R95H model) has received both the Safety for Eyes and Circadian Rhythm Display (CRD) certifications from Verband Deutscher Elektrotechniker (VDE), a leading global testing institute based in Germany. Derived from VDE’s broader EyeCare Circadian certification, these certifications adopt a more refined evaluation framework, independently verifying eye safety and circadian rhythm support for a more rigorous assessment of display performance. This shift provides consumers with a more comprehen...

microLEDs: from headlamps to the data center When we think about the evolution of AI technology, developments in machine learning and large language models come readily to mind, as do the latest graphics processing units (GPUs), high-bandwidth memory (HBM), and exotic semiconductor technologies such as chiplets and heterogeneous integration. But car headlamps? Automotive lighting is not usually seen as an inspiration for the next big thing in AI. Interestingly however, high-tech ‘adaptive beam’ front lights are proving the reliability and scalability of a ...

The question of what makes a building "smart" has been debated in the industry for years. ams OSRAM provided a clear answer at Light + Building 2026: it is light — not as illumination, but as a sensory nervous system. It perceives space, reacts to people, and provides data that goes far beyond classic building automation. The company demonstrated the significance of photonics as a key technology in the connected world with its exhibits in Hall 8.0. Trade fair at a glance: Becoming the digital photonics leader Light + Building 2026 brought together around...

ams OSRAM has entered with its OSRAM brand licensing program into a new partnership for general lighting components. Under the agreement, Eaglerise, a well-established Chinese company, is granted a license under the OSRAM brand for general lighting LED drivers for the regions APAC and EMEA from March 1, 2026 onward. This is a further step to ensure the strong presence of the OSRAM brand in the general lighting space after the current brand licensing cooperation for LED drivers and other lighting components expires April 3, 2026 . The OSRAM br...

LED Studio has announced a strategic partnership with Cree LED®, a Penguin Solutions brand to introduce a new generation of LED display technology, representing a fundamental shift in how LED displays are built. At the centre of the partnership is OptiLamp™ intelligent LED components, a breakthrough development that rethinks where the critical electronics in an LED system live. Much of the circuitry that would normally sit across the LED module has been engineered into a single diode, dramatically simplifying the system. By reducing the number...

Vuzix® Corporation (NASDAQ: VUZI) ("Vuzix" or the "Company"), a leading supplier of AI-driven smart glasses, waveguides and Augmented Reality (AR) technologies, today reported its fourth quarter and full year financial results for the year ended December 31, 2025. "In 2025, we made meaningful progress in strengthening the foundation of Vuzix. We delivered modest revenue growth in products and engineering services, reduced operating cash usage by approximately $5.0 million, and achieved important milestones across our OEM and wavegu...

On March 2, 2026, the world’s first industry group standard for photoluminescent quantum dot Mini/MicroLED displays—Technical Specification for Photoluminescent Quantum Dot Mini/Micro LED Display Terminals (T/SUCA 053-2026)—was officially released and will take effect on March 12, 2026. The standard was proposed and administered by the Shenzhen 8K UHD Video Industry Cooperation Alliance. Drafting organizations include Leyard Optoelectronic Co., Ltd., Xi'an SaiFuLeSi Semiconductor Technology Co., Ltd. (Saphlux) , CESI...

TCL, a Worldwide Olympic and Paralympic Partner, has launched a large-scale OOH campaign across Milan to celebrate the Olympic Winter Games Milano Cortina 2026. Featuring advertising in more than 30 high-traffic locations and hundreds of placements throughout Milan and surrounding travel gateways, the campaign will run throughout the Olympic Winter Games period, with selected placements continuing until the end of March after the Paralympic Games conclude. Tower of Municipal Technical Services, Milan TCL Edelweiss Land, Milan TCL Road to ...

Silanna, established in 2006, develops far UV-C LEDs using MBE equipment and proprietary epitaxy technology. According to Prof. Gabriele Messina's research at the University of Siena, the company's far UV-C LEDs can effectively inactivate multiple H5N1 avian influenza virus strains within seconds. TrendForce was honored to conduct an exclusive interview with Jimmy Weng, the Director of Sales & Marketing from Silanna and Prof. Gabriele Messina from the University of Siena to discuss these impressive findings. Jimmy Weng, the Director of...

TCL CSOT, a global leader in advanced display technologies and TCL Technology subsidiary, debuts its next-generation display innovation at Mobile World Congress (MWC) 2026. Under the theme "Super Pixel Beyond Limits," the company debuts its Super Pixel technology alongside major Inkjet-printed OLED (IJP OLED) advancements and a full portfolio of next-generation displays. These innovations reflect the APEX philosophy, prioritizing human-centric benefits and sustainability over pure specifications to inspire future possibilities. &q...

JBD, a global leader in MicroLED microdisplay technology, today unveiled “Griffin,” an automotive-grade MicroLED projection platform. The launch extends JBD’s proven AR near-eye display expertise into the automotive domain, reflecting a strategic step toward enabling next-generation human–vehicle interaction experiences. Automotive-Grade MicroLED Module Schematic As vehicles become more intelligent and interactive experiences grow more seamless, communication between the vehicle and people is becoming a core pillar of smart mobility. ...

The rapid rise of generative AI is driving continuous growth in demand for high-speed data transmission in data centers. Copper cable solutions, traditionally used for short-distance intra-rack interconnects, are increasingly facing challenges in both transmission density and energy efficiency. By comparison, Micro LED co-packaged optics (CPOs) offer significantly lower energy consumption per bit of data transmission. TrendForce estimates that the technology could reduce overall power consumption to just 5% of that of copper cable solutions, positioning it as a promising opt...

Innoviz Technologies Ltd., a leading supplier of high-performance LiDAR solutions, and Dataspeed Inc. a premier provider of drive-by-wire vehicle integration and autonomous research platforms, today announced a strategic collaboration for the distribution and seamless integration of InnovizSMART LiDAR sensors into Dataspeed's Drive-by-Wire vehicle systems for defense, agriculture, mining, automotive, and off-highway industries across North America. Dataspeed's Drive-by-Wire platforms can be integrated into autonomous offroad vehicles designed for deplo...

Cree Lighting, a U.S.-based innovator and manufacturer of high-performance LED lighting, today announced a long-term contract manufacturing agreement with a highly regarded U.S. lighting manufacturer specializing in industrial and harsh environment applications. In recent months, Cree Lighting has experienced supply chain constraints and limited manufacturing capacity related to its ongoing financial restructuring. In response, the company has taken decisive action to strengthen its operational foundation and restore service levels for customers. The new manufacturing agr...

In early February 2026, competitive dynamics in the global silicon carbide (SiC) industry are coming into sharper focus. Disclosures and earnings call transcripts from companies including Wolfspeed, Infineon Technologies, and STMicroelectronics indicate that while a slowdown in the electric vehicle (EV) market has weighed on short-term performance for some vendors, AI data center demand for advanced power management has emerged as a new growth engine. Meanwhile, a wave of wafer capacity expansion is set to be released over the coming quarters. Global Players: Rising ...

As AI becomes more integrated with wearables, alongside increasing momentum powered by major suppliers, TrendForce estimates that global AR glasses shipments will accelerate to 950,000 units in 2026, representing an increase of 53% compared to a year earlier. Display panels, as a key component with a high proportion of total device costs, will play a pivotal role in pushing the industry toward scalable and widespread adoption through lower costs and improved performance. Recently, TrendForce had an opportunity to speak with Chao Pen, Marketing Director at Rayvision Techno...

Veeco Instruments Inc. today announced that a global leader in optical communications laser manufacturing placed orders for multiple Lumina® Metal Organic Chemical Vapor Deposition (MOCVD) systems and multiple Spector® Ion Beam Sputtering (IBD) Optical Coating systems. These tools will be used to fabricate indium phosphide (InP) lasers for innovative optical communication solutions in the datacom industry. This order establishes Lumina as the customer’s production tool of record for InP epitaxy, while the Spector systems are used to deposit high-q...

MetaOptics Ltd has announced plans to develop a compact optical module for 3D non-contact fingerprint biometrics, designed to support future smartphone integration possibilities. The project enhances the Company's existing 3D sensing technology by reducing optical stack size and incorporating electronic tuning to optimise imaging performance without the complexity of mechanical motion. This initiative is being carried out in collaboration with a Singapore-based national institute that supports the commercialisation of advanced semiconductor technologies. This collaborative...

Rokid, a global pioneer in AI-powered smart eyewear and human–computer interaction, has released a significant software update for the international version of its Rokid Glasses, becoming the world's first manufacturer to natively support Google's Gemini on the device. The update integrates four leading large language models—Gemini, OpenAI's ChatGPT, DeepSeek, and Alibaba's Qwen—into a unified platform. This software rollout comes as Rokid maintains its strong sales momentum. According to data from Shangpu Group tracking AI gl...

ams OSRAM has closed the sale of Entertainment and Industry Lamps business to Ushio Inc. (Japan) with a deal value of EUR 114 million “The successful completion of the sale of our Entertainment and Industry Lamps business to Ushio Inc. represents another important milestone,” said Aldo Kamper, CEO of ams OSRAM. “It advances our balance‑sheet deleveraging strategy and strengthens our focus on building a global leader in Digital Photonics.” Executing the balance sheet deleveraging plan On 30 April 2025, ams OSRAM announce...

Ouster, Inc., a leader in sensing and perception for Physical AI, announced today financial results for the three months and year ended December 31, 2025. “2025 was a year of exceptional execution for Ouster. Our strong revenue growth and gross margin performance are a testament to our disciplined focus as we pioneer the technologies driving the secular shift towards Physical AI, delivering record results,” said Ouster CEO Angus Pacala. “As we look forward, the strength of our digital lidar business, combined with the acquisition of Stereolabs, positio...

NVIDIA and Coherent Corp. today announced a multiyear strategic agreement to advance the frontier of advanced optics technologies, including manufacturing capacity and research and development, to enable next-generation AI infrastructure. The nonexclusive agreement includes an NVIDIA multibillion-dollar purchase commitment and future access and capacity rights for advanced laser and optical networking products. In addition, NVIDIA is investing $2 billion in Coherent to support research and development, future capacity and operations as Coherent builds out its ...

As the global display industry evolves, LED displays gradually shift from a singular pursuit of physical performance toward a return to energy-efficiency value. In the early stages, competition centered on peak brightness, color saturation, and ever-finer pixel pitch. Today, in the era of ultra-high-definition (UHD) displays, heat generated by high power consumption has become a growing constraint—creating “thermal anxiety” that limits further performance breakthroughs. In recent years, companies including Leyard, Unilumin, Ledman, and Absen have promoted &...

TrendForce forecasts that global AR glasses shipments will surge to 950,000 units in 2026, representing a 53% YoY growth. On top of that, as initial interest in these new products fades, consumers are expected to increasingly scrutinize the practical value and AI-enabled experience of these devices. With deeper integration of AI technology with wearable devices, alongside ongoing deployments by leading tech players, brands are required to define specific scenarios, improve user experience feedback loops, and advance AI ecosystem development. These efforts are essential to meet...

Clive Davis, the iconic, award-winning record producer known for launching the careers of Whitney Houston, Bruce Springsteen, Janis Joplin, and more, chose Samsung to help transform his Westchester, New York home theater into a world-class cinematic experience. Once a standard home theater with an outdated projector, Davis worked with Samsung to modernize the room, which is now equipped with a 4K display that delivers an awe-inspiring visual experience – from movies, concerts to sports in a completely immersive environment. The once behind-the-times home theater is ...

Varjo, a global technology leader in mission-ready virtual and mixed reality, today expanded its 2026 product offering with the launch of Integrated XR Systems – complete, ready-to-run XR hardware solutions designed to simplify deployment and deliver assured performance from day one in air-gapped environments. With Integrated XR Systems, Varjo expands its product portfolio beyond industry-leading headsets to deliver fully validated XR solutions, combining Varjo XR-4 Series headsets (2026 edition) with premium workstations, pre-installed software, bundled licens...

From March 5 to 7, the International Smart Display and Integrated System Exhibition (ISLE 2026) will be held at the Shenzhen World Exhibition & Convention Center (Bao’an). As a global leader in LED display technology and solutions, Absen will showcase a range of flagship products and immersive scenario-based solutions. We sincerely invite customers from around the world to visit our booth and witness the systematic advancement of LED display technology — from performance breakthroughs to real-world application deployment. At ISLE 2026, Ab...